Page 7 - Economy & Policy Analysis

Power crisis: Lessons for India from China's power policy changes

India, which too is in a coal and power crisis, has lessons to learn from this since domestic coal shortage is not the only cause for concern for its power generation sector

RBI policy over, global factors to dictate market trajectory from here on

Squeezing of liquidity and the likely hardening of bond yields may have a near-term "sentiment" effect on the BFSI sector; overall the policy should not have too much bearing on the equity markets

RBI is preparing the market for reverse repo rate hike

The RBI has calendarized its VRRR auction and stands ready to enhance its duration. This is the first sign of preparing the market for an eventual increase in the reverse repo rate.

Festive season trends, Q2 GDP growth will set the stage for policy stance

We remain cautious that reviving demand could embolden pricing power, allowing a faster transmission of the supply-side pressures to core inflation

Beyond rates: Five things to watch out for in RBI's monetary policy

The monetary policy committee's commentary on inflation, growth and bonds is of much interest to the market.

A policy hold and a hawkish commentary

Fiscal interventions are needed to boost demand and induce durable growth

Go against the grain: Open markets fetched lower prices than MSP

Analysis of 2019 study shows clear decline in the dominance of APMCs and rise of local traders in agricultural marketing

NARCL will have economies of scale with respect to bad asset aggregation

The long overdue facilitation via NARCL comes at a time when banks' appetite for credit needs to be supported, as the economy turns a corner

NARCL: Another brick in the wall; not too different from other ARCs

Having several routes for NPA resolution has both advantages and disadvantages as the decision will finally be taken by the banks

Decoded: How VPN secures our virtual lives & why a ban is unlikely

Would banning VPN impact WFH? Yes, since it has enabled remote working for many sensitive industries

India's school lockdowns have robbed a generation of upward mobility

A thriving edtech market caters mostly to the needs of the wealthier segments of the population, writes Andy Mukherjee.

Higher tax buoyancy augurs well for India's expansionary fiscal policy

Five factors, including massive hiring in tech sector, STT collections, are driving the revenues ahead of expectations

Jobs lost, wages cut: India's world-beating GDP masks pain of the pandemic

An economy that performs well below potential for too long will suffer a permanent loss, writes Andy Mukherjee.

Covid vaccines may become a viable business, but that's not good news

Vaccines are not consumer products made by pharmaceutical industry: they are infrastructure.

Why GDP expansion by 20.1% in Q1 of FY22 is misleading

Distorted base of last year's stringent nationwide lockdown obscured devastation of second wave of Covid-19 that came with staggered state-wise curbs in Q1 of current fiscal

Q1 GDP more of a statistic rather than a reflection of the state of economy

These growth numbers will moderate going ahead, as the base effect becomes weaker provided there are no further lockdowns

Need to hasten the rollout of Rs 6 trn asset monetisation plan

Do we have plans in place where these assets have been identified and the route and pricing decided so that the NMP can be set in motion is the moot question

IBC reform helps insolvency professional assess avoidance transactions

Recent amendments by the Insolvency and Bankruptcy Board place the insolvency professional at the fulcrum of the resolution process.

Govt must ask exporters how diplomats can help

The External Affairs Ministry and the Commerce Ministry should interact with the exporters and find out what they actually need from our diplomats abroad and try to meet their specific requirements

Policy normalisation process has already kicked off

Overall RBI monetary policy was on expected lines and the policy statement highlighted its commitment to do whatever it takes to ensure financial stability